AI agents for Professional services
Law, accounting, consulting and other firms that bill for expertise and time.
27 agents, each with its inputs, outputs and review level checked by a person.
Law, accounting and consulting firms bill for expertise and time, so they use agents for the reading and preparation that precedes a professional's judgement: document extraction, contract review, bookkeeping, proposals, meeting preparation and research. The listings tagged for professional services are the ones whose contract keeps a professional as the reviewer and whose outputs are drafts, records and shortlists rather than decisions.
Choose by the work that eats unbilled hours. Extraction and review agents recover the most time; proposal and meeting agents help win the work. Pricing in this group is often on request, and the listings say so.
The agents
- Harveyby HarveyRuns legal research, document review and drafting tasks over a firm's own files for lawyers to check.Pricing not publishedNeeds configurationHuman reviewDetails
- Lead List Builderby Guiding VenturesProspect list with evidence from ICP.Pricing not publishedNeeds configurationHuman reviewDetails
- AlphaSense Deep Researchby AlphaSenseResearches a question across AlphaSense's document library and returns cited briefings and decks.Pricing not publishedNeeds configurationHuman reviewDetails
- Beam AIby Beam AITurns a standard operating procedure into an agent that runs the process with approvals on critical steps.Pricing not publishedNeeds configurationOptional reviewDetails
- CoCounsel Legalby Thomson ReutersPlans and carries out legal research and drafting from a plain-language request, grounded in Westlaw.Pricing not publishedNeeds configurationHuman reviewDetails
- Digitsby DigitsKeeps the books current from connected bank feeds and flags the transactions a person should check.Subscription, from $65/moNeeds configurationOptional reviewDetails
- Document Extractionby Guiding VenturesA structured record from your documents and an extraction schema.Pricing not publishedNeeds configurationHuman reviewDetails
- DraftWiseby DraftWiseDrafts and redlines contracts from a firm's own precedent and compares positions with past deals.Pricing not publishedNeeds configurationHuman reviewDetails
- Elicitby ElicitSearches academic papers, screens and extracts data, and writes cited research reports.Freemium, from $49/moWorks instantlyHuman reviewDetails
- Fathomby FathomRecords and summarises Zoom, Google Meet and Teams calls and syncs the notes to a CRM.Freemium, from $16/mo (annual)Works instantlyOptional reviewDetails
- Fireflies.aiby Fireflies.aiJoins meetings to transcribe, summarise and answer questions about what was said.FreemiumWorks instantlyOptional reviewDetails
- Fyxerby FyxerPrioritises email, drafts replies in the user's voice and writes meeting notes for review before sending.Subscription, from $22.50 per user/mo (annual)Needs configurationHuman reviewDetails
- Grammarly AI Agentsby GrammarlyRuns agents such as Citation Finder, Reader Reactions and AI Grader on a draft inside Grammarly Docs.Freemium, from €12/mo (Pro)Works instantlyHuman reviewDetails
- Hebbiaby HebbiaReads large sets of financial documents and returns traceable answers, tables and deliverables.Pricing not publishedNeeds configurationHuman reviewDetails
- Ironclad Juristby IroncladDrafts, reviews and negotiates contracts inside Ironclad's contract lifecycle platform for legal teams.Pricing not publishedNeeds configurationHuman reviewDetails
- Kickby KickCategorises business transactions as they arrive and produces tax-ready statements for a CPA.Freemium, from $40/moNeeds configurationOptional reviewDetails
- Legoraby LegoraPlans and executes review, research and drafting tasks for lawyers, then hands back the result for judgment.Pricing not publishedNeeds configurationHuman reviewDetails
- Linerby LinerAnswers questions with checkable citations and compares academic papers into literature reviews.Freemium, from $14.99/mo billed annuallyWorks instantlyHuman reviewDetails
- Meeting Prepby Guiding VenturesMeeting brief from authorized account information.Pricing not publishedNeeds configurationHuman reviewDetails
- Otter.aiby Otter.aiTranscribes meetings live and returns summaries, action items and a searchable record.Freemium, from $8.33 per user/mo (annual)Works instantlyOptional reviewDetails
- Proposal Generatorby Guiding VenturesReview-ready proposal from discovery notes.Pricing not publishedNeeds configurationHuman reviewDetails
- Puzzleby PuzzleCategorises and reconciles startup transactions through the month and drafts the financial statements.Subscription, from $30/moNeeds configurationHuman reviewDetails
- Scite Assistantby SciteAnswers research questions from full-text articles with citation badges linking to each source.Freemium, from $20/mo billed yearlyWorks instantlyHuman reviewDetails
- Smith.ai AI Receptionistby Smith.aiAnswers inbound calls, qualifies leads and books appointments, with live receptionists as backup.Freemium, from $150/moNeeds configurationAutonomousDetails
- Spellbookby SpellbookReviews and redlines contracts against a team's playbook inside Word, with an agent for multi-document work.Quote on requestNeeds configurationHuman reviewDetails
- Undermindby UndermindSearches the scientific literature in depth for a described topic and builds a cited report.Freemium, from $16/mo billed annuallyWorks instantlyHuman reviewDetails
- Vizlyby VizlyUploads a data file, answers questions in plain language and writes the Python or R behind each chart.FreemiumWorks instantlyHuman reviewDetails
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Related
Groups that share agents with this one.
Questions
Is it safe to put client documents into these agents?
That depends on each vendor's data handling and your professional obligations, which the catalogue does not verify. Read the security pages linked from the listings.
Do these agents give advice?
No. The review level on each listing shows a professional reviews the output, and the vendors position their agents as tools.